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Company Onboarding ​

Role: Company Admin
Portal: Actnation company portal
Production URL: https://organization.actnation.io/onboardingPrerequisites: You can sign in and your company has not yet completed onboarding.

Overview ​

Onboarding is a guided setup wizard: Company Details → Giving Mode → Employee Setup → Finance System Connection → Mastercard Payment Setup → Charitable Causes → Review & Complete.

Most companies can skip Employee Setup, Finance System Connection, and Charitable Causes and finish them later. Payroll Giving only is the exception: Employee Setup is required and is complete only when payroll is connected or a payroll connection request is pending. You can go back to any completed step before you finish.

If an Actnation admin invited your company ​

Some companies don't start onboarding themselves — an Actnation platform admin creates the company record ahead of time and invites your admin contact by email instead. If that's how you got here:

  1. Sign in using the link in the invitation email.
  2. If the platform admin selected Payroll + Corporate Giving or Corporate Giving only, you land on the short, one-page setup. Your company name, giving mode, and contribution model are already filled in.
  3. Complete the remaining giving-mode settings and charitable-cause restrictions, then click Complete Setup. Employee Setup, Finance System Connection, and Mastercard Payment Setup can be completed later from Company → Settings.

Didn't receive the invitation, or need it resent? Contact your Actnation account manager — a platform admin can resend it.

The rest of this page covers the standard self-registration wizard.

Step 1 — Company Details ​

  1. On the Welcome screen, review the step list on the left, then click Continue.
  2. Search for your company by name or CVR number and select the correct result.
  3. Enter a Display Name — this is what employees and NGOs see. It can be your trading name rather than your full legal name.
  4. Enter your Contact email address — used for onboarding communications, and for invoices if you don't set a separate billing email.
  5. Optionally enter a Billing / Finance email — if set, invoices are sent here instead of the contact email. Leave it blank to keep using the contact email for invoices.
  6. Click Save & Continue.

Company not found? Double-check your CVR number (must be exactly 8 digits) and try again with your full legal name.

Step 2 — Giving Mode ​

  1. At https://organization.actnation.io/onboarding, choose Payroll + Corporate Giving, Payroll Giving only, or Corporate Giving only from the top-level cards. Payroll Giving only is shown when enabled for your company.
  2. For Payroll + Corporate Giving, choose one of two contribution models:
    • Fixed Yearly Contribution sets a total annual company budget (minimum 5,000 DKK) shared across active employees.
    • Employee Monthly Limit sets a monthly company-funded giving limit for each employee.
  3. For either company-funded option, set the budget and optionally enable Personal Wallet, so employees can donate through payroll alongside the company-funded budget.
  4. For Corporate Giving only, set:
    • Annual Budget — your total company donation pool per year (in DKK, minimum 5,000 DKK).
    • Voting Periods Per Year — how many giving windows you run annually (e.g., 2 for biannual, 4 for quarterly).
    • Financial Year Reset Date — when the annual budget resets.
    • First Voting Period Start Date — when your first period begins.
    • Voting Period Length — how many days employees have to vote in each period.
    • Max Votes Per Employee — how many campaigns each employee can vote for per period (1, 2, or 3).
  5. Click Save & Continue.

Not sure about budget amounts yet? Save provisional values — you can update them later in Settings before your first voting period starts.

Choosing Payroll Giving only? This mode has no company budget or employee monthly balance. A connected payroll system or pending payroll connection request is required before onboarding can finish. See Giving Mode Configuration for details.

Payroll Giving only ​

Select Payroll Giving only when all donations should be funded by employee salary deductions. No contribution-model, budget, top-up, or Personal Wallet controls are shown. Before finishing onboarding, either connect the payroll system or use Request Connection to submit the payroll contact's email. A company with no employees can still finish once this payroll requirement is met.

Step 3 — Employee Setup ​

Choose how your employees are added to Actnation:

Option A — Connect Zenegy (recommended for Zenegy payroll customers)

  1. Select Payroll Connection.
  2. If you manage the Zenegy account: click Connect and authorize Actnation.
  3. If someone else manages payroll: click Request Connection, enter their email, and send the request. They receive an email to authorize the connection.

For Corporate Giving only, an information button in the top-right corner of the top-level Payroll Connection card explains how the integration is used. Open it by hovering, focusing and activating it with the keyboard, or tapping it. In Corporate Giving mode, Actnation does not access salary data or create payroll deductions; the payroll integration synchronizes employee information and employment changes to manage invitations and account status.

For Payroll Giving only, this step opens directly on Payroll Connection. CSV import, Entra ID, Skip, the employee-source chooser, and links back to that chooser are unavailable. Connect Zenegy or submit Request Connection; no other employee-setup state satisfies the step.

Option B — Upload a CSV file

  1. Click Download Template to get the correct column format.
  2. Fill in one row per employee: Full Name, Email, Department, Location, Start Date, Date of Birth.
  3. Upload the completed file.
  4. Review any row-level errors shown and correct the file if needed.
  5. After uploading, a document card shows your file's name so you can verify the right file was selected — use its download button to retrieve the document again later. Uploading a new file replaces the current document.

Once onboarding is complete, you can also add employees one at a time from Company → Employees using the Add Employee button — handy for new hires who join after your initial import. This manual option is only available if you used CSV file import; it's hidden for Zenegy and Entra ID companies.

Option C — Microsoft Entra ID (Azure Active Directory)

  1. Select Entra ID and follow the on-screen authorization steps.
  2. Actnation connects to your Microsoft 365 directory and syncs employees automatically.

Want to do this later? Click Skip. This button only appears if you haven't started connecting a source yet. Onboarding continues without an employee source, and the same Zenegy / CSV / Entra ID options are still there if you revisit this step later — either later in onboarding or from Company → Settings → Employee Setup.

Step 4 — Finance System Connection ​

This step connects Actnation to your e-conomic account so donation payments generate supplier invoices automatically.

  1. Click Connect e-conomic if you manage the e-conomic account yourself, and authorize the connection.
  2. If someone else manages it, click I don't have access, enter their email address, and submit. They receive a request to complete the connection.
  3. Click Continue.

Want to do this later? Click Skip. You can connect e-conomic at any time from Company → Settings → Finance System.

Step 5 — Mastercard Payment Setup ​

This step enables automated bank transfers to NGOs after each voting period.

  1. Enter your authorized signatory's details: full name, email address, phone number (with country code, e.g., +4512345678), and CVR number.
  2. Click Submit.
  3. Your signatory receives an email — they need to complete an authorization step before payment processing can start.

Want to do this later? Click Skip for now. You can return to this from Company → Settings at any time. Note that payments cannot be processed automatically until this setup is complete.

Step 6 — Charitable Causes ​

By default, your employees can see and support every campaign on Actnation. Use this step to restrict specific campaigns your company doesn't want to support.

  1. Search or scroll the list of campaigns, shown with their NGO.
  2. Uncheck any campaign you want to restrict — unchecked campaigns are hidden from your employees.
  3. Click Continue.

Want to do this later? Click Skip — this leaves every campaign unrestricted (visible to employees). You can restrict or re-allow specific campaigns at any time from Company → Settings → Restrictions.

Step 7 — Review & Complete ​

  1. Review all sections on the summary screen.
    • For Payroll Giving only, the summary shows the selected mode and payroll status without contribution-model, budget, top-up, or Personal Wallet lines.
  2. Click on any section in the step list to go back and make corrections.
  3. When everything looks right, click Complete Setup.
  4. You are taken to your company dashboard — your company is now live on Actnation.

What happens next ​

TimelineWhat Actnation does automatically
Within minutesYour employees appear in the Employees section.
When a voting period startsEmployees automatically receive invitation emails with a unique voting link.
When a period closesDonation allocations are calculated and payment files are queued.
5th of each monthNGOs receive a monthly donation summary email.

Troubleshooting onboarding ​

ProblemWhat to do
The Complete Setup button is greyed outOne or more required steps are incomplete. Check the step list for any unfinished items.
Your company was not found in the searchVerify your CVR number is exactly 8 digits and try searching by your legal registered name.
The wrong company was selectedReturn to the Company Details step and re-select before finishing.
Data looks incorrect after completingOpen Company → Settings and update the relevant section directly.